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Personnel Records: What To Create And Keep, What To Toss And When

Webinar: ID# 1041822
Recorded On-Demand
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About This Course:
Clean out your HR files with confidence!

One simple HR paperwork mistake can cost you big.
Maintaining personnel records used to be a lot simpler. Any HR department that wanted to be "safe" relied on a "keep everything" policy. Today that approach could violate the rules on the "reasonable disposal of sensitive documents."

But if the wrong document is destroyed, it could result in big fines and penalties. It could even mean willful destruction of evidence and a lost lawsuit.

Then there's not creating records in the first place. Many laws require creating records. And sometimes it's just good policy to document everything from job applications to interview notes and disciplinary records - just in case - and then know when to toss them.

Discover how to toss all that HR paperwork clutter but keep lawsuit-proof "armor" when it comes to personnel records. This engaging, entertaining webinar will explain HR recordkeeping requirements under federal, state and local laws and regulations, including when regulators want to see COVID-related records.

Don't fall victim to a simple mistake that could have been easily avoided! Remember, in employee legal disputes, the winning side often has the best-documented case.
  • What to create and keep, for how long, and where
  • Discover an airtight, step-by-step records management strategy
  • How to write legally safe HR documents
  • Learn 10 simple steps to keep you in compliance
  • The different rules for paper and electronic records
  • Retention and disposal procedures can vary widely
What You'll Learn:
  • Discover exactly how long to retain all types of documents, including applications, résumés, FMLA forms, payroll records, leave requests, medical data, benefits info, and more
  • Learn which records should never be deleted and why
  • Learn the right way to organize documents. Understand which documents need to be maintained in separate files and why
  • Reasonable accommodation records, including requests related to disabilities, temporary pregnancy impairments and religious objections to vaccinations, and scheduling
  • How electronic storage rules differ from paper storage. Consider privacy and illegal record breaches
  • I-9 rule updates. How new I-9 rules, the pandemic, and telework affect the handling of these immigration forms
  • Reviewing personnel files. What to do when lawyers ask to review personnel files, or employees ask. Hint: It depends on what state you operate in and when the request is made
  • To delete or not to delete? The requirements for storing and deleting company emails, texts, and other communication forms
  • Plus, answers to your questions about HR recordkeeping and much, much more!
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Personnel Records: What To Create And Keep, What To Toss And When
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